Senior Investment Specialist

2 days ago

Hyderabad Secunderabad Telangana Bengaluru Bangalore Chennai, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000
Job Description

We are seeking a skilled Senior Investment Specialist to cater to the investment needs of high net worth clients by recommending a range of products including mutual funds, private equity, alternative investments, and direct equity.

Key Responsibilities
  • Cater to the investment needs of mass affluent clients by providing customized wealth advice
  • Meet targets for asset under management (AUM) and investor acquisition
  • Ensure timely delivery of high-quality investment solutions to clients
  • Periodically review client portfolios to ensure alignment with their investment objectives
  • Collaborate with branch teams on joint calls
Required Skills and Qualifications

To be successful in this role, you will need:

  • Strong understanding of investment products and services
  • Excellent communication and interpersonal skills
  • Able to work effectively in a team environment
  • Highly organized and able to meet deadlines
Benefits

This is an excellent opportunity to join our organization and take your career to the next level. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

Others

In addition to the above responsibilities and requirements, you will also have the opportunity to:

  • Develop and maintain strong relationships with clients
  • Stay up-to-date with industry trends and developments
  • Contribute to the development of new business strategies and initiatives

Keywords: Investment, Financial Services, Client Relations

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